Re-Leased lets you record and track bonds, deposits, bank guarantees, and security deposits against tenancy records. This article covers adding, editing, and reporting on deposit transactions.
Adding a Deposit to a Tenancy
Navigate to the tenancy and select the Deposits / Security Deposits tab in the left-hand menu.
Click + New Deposit. North American customers will also see + Letter of Credit and + Other Deposits.
Enter the Transaction Amount, Transaction Date, and Transaction Type.
Add an optional Description for further detail.
Select Deposit to increase the deposit value, or Withdrawal to reduce it.
Click Save.
Editing or Archiving a Deposit Entry
Click the transaction date link beside the entry to edit or archive it.
Note: Archived deposit entries cannot be restored.
Reporting on Deposits
Go to Reports > Financial > Deposits/Security Deposits to view a report on all deposits across your portfolio.
Important Notes
Adding a deposit record is for tracking purposes only — it does not automatically generate an invoice. If funds are being held, create an invoice separately.
Client/Trust Accounting customers should also refer to the bonds and deposits articles for handling received funds.
Xero customers can generate a standard income invoice for the receipt of deposit funds.
In North America, bonds and deposits are referred to as Security Deposits. For more information on regional terminology, see our Glossary of Regional Terminology.